Schell & Kampeter, Inc. Profit Sharing Plan — Form 5500 plan (Schell & Kampeter, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Schell & Kampeter, Inc. Profit Sharing Plan is a benefit plan reported by Schell & Kampeter, Inc. under EIN 43-0951994 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,179 participants and $99,798,317 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schell & Kampeter, Inc.
EIN
43-0951994
Plan number
001
Plan type
2
Location
Meta, MO
Latest filing year
2023
Participants
1,179
End-of-year plan assets
$99,798,317

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,179H, C20240909134538NAL0002806547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$99,798,317
Total liabilities (EOY)
$0
Net assets (EOY)
$99,798,317
Net assets (BOY)
$84,282,328

Income & contributions

Employer contributions
$5,447,699
Participant contributions
$5,242,616
Total contributions
$10,904,191
Total income / additions
$25,055,426

Expenses & distributions

Benefits paid
$9,279,583
Administrative expenses
$259,854
Total expenses
$9,539,437
Net increase / (decrease)
$15,515,989

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$259,452$26,7782023
Lpl Financial CorporationNONE$402not reported in the loaded dataset2023

Related Form 5500 pages